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Clearstep

Triage, scheduling and care navigation for health systems.

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Health & WellnessPaidWe checked the prices on clearstep.health on 28 Sep 2026.

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What is Clearstep?

Triage, scheduling and care navigation for health systems.

Who is Clearstep best for?

Clearstep is best for hospitals and health systems that want AI to triage patients by chat or phone and book the right visit.

  • Digital front door teams

    Its AI chat runs a symptom check built on Dr. Barton Schmitt's nurse triage protocols, then books the patient with the right provider, visit type and time slot.

  • Patient access call centers

    An AI voice agent handles inbound and outbound calls for triage, intake and scheduling, and a co-pilot gives non-clinical agents triage decision support.

  • Scheduling and capacity teams

    AI scheduling rebalances provider templates and fills open slots, and scheduling decision trees can be built from prompts.

  • Health systems on Epic

    It is a member of Epic's AppOrchard, connects to scheduling, EMR and CRM systems, and can carry the health system's own branding.

How much does Clearstep cost?

Clearstep does not publish prices: it is licensed to health systems for a fixed monthly fee plus variable fees for the features and scale chosen, quoted after a demo, and the maker states no free plan or trial.

Clearstep's FAQ describes a SaaS license with a fixed monthly fee plus variable fees that depend on the modules chosen and the size of the rollout, with several product bundles, but gives no figures. Every call to action is Book demo, and the maker offers a custom ROI model built from a health system's own financials. Plans and current prices are on clearstep.health.

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Questions about Clearstep

What is Clearstep?

Triage, scheduling and care navigation for health systems.

Who is Clearstep for?

Clearstep is best for hospitals and health systems that want AI to triage patients by chat or phone and book the right visit.

Is Clearstep free?

No. Clearstep is a paid tool.

Where can I try Clearstep?

On its official website, clearstep.health.

Does Clearstep work with Epic?

Yes. Clearstep is a member of Epic's AppOrchard and integrates with scheduling, EMR, CRM, facility and inventory databases, and a summary of each patient encounter can be pushed back and stored in the record.

Can Clearstep carry our own branding?

Yes. Clearstep can be white-labelled with a health system's colours and logos, and its triage endpoints can be set to the system's own providers, facilities and scheduling resources.